Calendar of Events
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1 event,
1 event,
MedicareCENTER: Effective cross-selling to increase commissions
MedicareCENTER: Effective cross-selling to increase commissions
What's holding you back from making more money? Don't be afraid to cross-sell! CSG provides you the technically to efficiently cross-sell across products and carriers. Show your client a complete health insurance and final expense portfolio in just minutes.
1 event,
Illinois Mutual: The Business Expense Product
Illinois Mutual: The Business Expense Product
Attend this webinar to learn about our BE DI product, Business Expense Power®, and the optional riders you can offer your clients to help them keep the doors of their business open.
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2 events,
Great Western: Final Expense 101
Great Western: Final Expense 101
Learn the ins and outs of GWIC's Final Expense insurance and how you can be successful while also helping clients cover their end-of-life wishes.
4 events,
Illinois Mutual: The Flexibility of Path Protector Plus® Term Life
Illinois Mutual: The Flexibility of Path Protector Plus® Term Life
With more choices than ever before, your clients will thank you for showing them Path Protector Plus® Term, a flexible product that can be custom fit to their coverage needs no matter what path they're on.
1 event,
Cigna: North Carolina MA Product Overview
Cigna: North Carolina MA Product Overview
Many of you are newly contracted and certified with Cigna Medicare or you’ve been with us for a while and need a refresher on Cigna’s products and our operational processes. I am inviting you to “Cigna Friday Talks.” This will be an open forum for Q&A and a brief training with the goal of making …
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1 event,
American National: Proven Life Insurance Sales Ideas
American National: Proven Life Insurance Sales Ideas
Learn and review proven life insurance sales ideas that can provide you a track to run on if your client has a situation that would work with an idea. We will cover Annuity Wealth Transfer, Pension Max, Mortgage acceleration and many more ideas to use with life insurance.
5 events,
MedicareCENTER – Save time with multi-client quoting
MedicareCENTER – Save time with multi-client quoting
How much time do you think it would take you to quote all your clients and leads? What if I told you it should only take less than a minute? Join us to see how!
Illinois Mutual: Disability Income Illustration Overview
Illinois Mutual: Disability Income Illustration Overview
Our DI Illustration is one of the most important tools in selling DI. In this brief training, you’ll learn how to explain a DI Illustration thoroughly and effectively to your next prospect and get them on the path to their next DI sale.
2 events,
Illinois Mutual: Path Protector Plus® Whole Life, A Plan for Every Client
Illinois Mutual: Path Protector Plus® Whole Life, A Plan for Every Client
Learn about Path Protector Plus® Whole Life – 5 plans that can be customized to fit clients across the financial spectrum!
2 events,
MedicareCENTER: Submitting E-Applications on CSG APP
MedicareCENTER: Submitting E-Applications on CSG APP
Let's start making e-applications easy! CSG's universal application process makes it more convenient to submit business electronically. Quote and enroll in one platform. It's the same application process for all carriers, which eliminates the headache of having to learn several different carrier e-app platforms.
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6 events,
Illinois Mutual: Understanding DI Underwriting
Illinois Mutual: Understanding DI Underwriting
DI Underwriting Join me to better understand DI underwriting and how it can help you improve customer experiences! You’ll learn about: • DI products that meet the needs of the middle market • Product features that really matter to your client • Underwriting tips to navigate the process seamlessly • Avoiding common mistakes that can …
GTL: Short-Term Home Health Care Plan
GTL: Short-Term Home Health Care Plan
Get a detailed look at a great way to enhance your clients' protection from the costs of recovering at home. This is a great add-on for anyone with a Medicare Advantage of Medicare Supplement plan.
GTL: Home Health Care
GTL: Home Health Care
Get a detailed look at a great way to enhance your clients' protection from the costs of medical care received at home. This is perfect supplemental protection for anyone with a Medicare Advantage or Medicare Supplement plan.
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4 events,
MedicareCENTER: Take Your Quoting to the Next Level
MedicareCENTER: Take Your Quoting to the Next Level
Serving your clients goes beyond just providing them a rate, and that is why CSG is more than just a quoting tool. Learn more about a company's rate adjustment history, enrollment data, underwriting rules and much more. Educate yourself and your client to make the best decision.
MedicareCENTER – Take Your Quoting to the Next Level
MedicareCENTER – Take Your Quoting to the Next Level
Serving your clients goes beyond just providing them a rate, and that is why CSG is more than just a quoting tool. Learn more about a company's rate adjustment history, enrollment data, underwriting rules and much more. Educate yourself and your client to make the best decision.
2 events,
American National: Signature Term and Signature Guaranteed UL Product Training
American National: Signature Term and Signature Guaranteed UL Product Training
The Signature Term and Signature Guaranteed Universal Life are an unmatched combo when conducting a term conversion. Review an overview of each product and how powerful they can work together.
Illinois Mutual: Technology to Help You Sell
Illinois Mutual: Technology to Help You Sell
Explore our exciting new software and application systems that help you grow your business virtually.
4 events,
MedicareCENTER: Fill the Gaps with Hospital Indemnity
MedicareCENTER: Fill the Gaps with Hospital Indemnity
It's time to go back to your Medicare Advantage clients and start filling their coverage gaps! The CSG App inside MedicareCENTER offers the only Medicare Advantage and Hospital Indemnity cross-selling tool in the industry! The Fill the Gaps tool allows you to compare multiple Hospital Indemnity plans alongside your client's Medicare Advantage plan to find …
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American National: Policy Inquiry – Business Management Tool
American National: Policy Inquiry – Business Management Tool
Take a tour of how Policy Inquiry within your Expert Office suite allows you to view pending new business general policy information, requirements, APS and underwriting specifics. Receive statuses in real-time, mirroring the information available in the administration system. In addition, Policy Inquiry gives you access to current values, dates and status of all inforce policies.